The Kobeissi Letter
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Joined June 2015
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If Nvidia, $NVDA, actually reports $108 billion in revenue for Q3 as they are guiding, that would mark +1,730% growth in 4 years.
Never in history has a company of this size grown at such a fast pace.
Once again, we are witnessing history.
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Absolutely insane.
Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone.
And, this guidance assumes ZERO data center compute revenue from China.
This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months.
We now have a $5+ trillion company is seeing +106% year-over-year revenue growth.
There has never been anything like what we are seeing right now with AI.
This is arguably the biggest technological revolution of all time.
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